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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION10+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $343,452 |
ULLICO1 year Service code 51 · EIN 52-6435649 | Investment Mgmt Fees | $169,159 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $112,644 |
NWPS3 years Service code 11 · EIN 04-3721424 | Actuarial | $100,800 |
KRAW LAW GROUP6 years Service code 29 · EIN 32-0465891 | Legal | $96,000 |
SCHRODER INVESTMENT MANAGEMENT10+ years Filed as: SCHRODER INV MGMT NORTH AMERICA INC Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $85,145 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $74,333 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 510 N VALLEY MILLS DR STE 400 · WACO, TX 76710 | Bank Trustee | $69,659 |
LOOMIS SAYLES8 years Filed as: LOOMIS, SAYLES & COMPANY, INC. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $55,642 |
BARROW, HANLEY, MEWHINNEY & STRAUSS10+ years Service code 27 · EIN 75-2403190 | Advisory (Plan) | $52,417 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 9.09% | 11.94%-2.8pp | 6.70%+2.4pp | 8.76%+0.3pp |
| Employer contribution / active EE | $2,683 | $15,564-82.8% | $25,217-89.4% | $16,664-83.9% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |